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← William Von Mueffling

William Von Mueffling's 2025Q4 portfolio

William Von Mueffling (Cantillon Capital Management) held 37 positions as of Dec 31, 2025, with the largest position at 8.6% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2025 (37)

  1. 1AVGOBroadcom Inc
    % port
    8.6%
    now 8.3%
  2. 2GOOGLAlphabet Inc-cl A
    % port
    7.1%
    +1.5pp vs prior Q
  3. 3SPGIS&p Global Inc
    % port
    5.0%
    +0.3pp vs prior Qnow 4.4%
  4. 4TSMTaiwan Semiconductor-sp Adr
    % port
    4.6%
    +0.3pp vs prior Qnow 5.6%
  5. 5IBKRInteractive Brokers Gro-cl A
    % port
    4.4%
    -0.4pp vs prior Qnow 5.0%
  6. 6AMATApplied Materials Inc
    % port
    4.1%
    +0.8pp vs prior Qnow 3.5%
  7. 7CBRECbre Group Inc - A
    % port
    3.9%
    now 3.5%
  8. 8VVisa Inc-class A Shares
    % port
    3.7%
    now 3.5%
  9. 9MSFTMicrosoft Corp
    % port
    3.3%
    -0.3pp vs prior Qnow 2.7%
  10. 10ADIAnalog Devices Inc
    % port
    3.2%
    +0.3pp vs prior Qnow 4.0%
  11. 11BLKBlackrock Inc
    % port
    3.0%
    -0.3pp vs prior Q
  12. 12ICEIntercontinental Exchange IN
    % port
    2.9%
    -0.1pp vs prior Qnow 3.1%
  13. 13TMOThermo Fisher Scientific Inc
    % port
    2.7%
    +0.4pp vs prior Qnow 2.5%
  14. 14FLUTFlutter Entmt Plc
    % port
    2.6%
    -0.5pp vs prior Qnow 0.9%
  15. 15FERGFerguson Enterprises Inc
    % port
    2.4%
    now 2.7%
  16. 16AONAon Plc
    % port
    2.4%
  17. 17IQVIqvia Holdings Inc
    % port
    2.4%
    +0.4pp vs prior Qnow 1.9%
  18. 18CMECme Group Inc
    % port
    2.3%
    now 2.7%
  19. 19AAgilent Technologies Inc
    % port
    2.3%
    +0.1pp vs prior Qnow 2.1%
  20. 20UBERUber Technologies Inc
    % port
    2.3%
    -0.5pp vs prior Qnow 2.5%
  21. 21ADBEAdobe Inc
    % port
    2.2%
    +0.2pp vs prior Qnow 1.6%
  22. 22LYVLive Nation Entertainment IN
    % port
    2.2%
    -0.3pp vs prior Qnow 2.5%
  23. 23EFXEquifax Inc
    % port
    2.0%
    -0.4pp vs prior Qnow 2.1%
  24. 24SSNCSs&c Technologies Holdings
    % port
    2.0%
    now 1.7%
  25. 25FASTFastenal CO
    % port
    2.0%
    -0.5pp vs prior Qnow 2.5%
  26. 26TCOMTrip.com Group Ltd-adr
    % port
    1.8%
    now 1.5%
  27. 27TMETencent Music Entertainm-adr
    % port
    1.8%
    -0.6pp vs prior Qnow 0.8%
  28. 28AMTAmerican Tower Corp
    % port
    1.7%
    -0.2pp vs prior Qnow 1.8%
  29. 29YUMYum! Brands Inc
    % port
    1.7%
    now 1.9%
  30. 30CPCanadian Pacific Kansas City
    % port
    1.7%
    now 2.3%
  31. 31TWTradeweb Markets Inc-class A
    % port
    1.6%
    +0.4pp vs prior Qnow 1.9%
  32. 32MCOMoody's Corp
    % port
    1.2%
  33. 33ALCAlcon AG
    % port
    1.2%
  34. 34ENTGEntegris Inc
    % port
    1.1%
    -0.1pp vs prior Qnow 1.7%
  35. 35FWONKLiberty Media Corp-formula-c
    % port
    0.9%
    +0.2pp vs prior Qnow 0.6%
  36. 36ORCLOracle Corp
    % port
    0.9%
    -0.4pp vs prior Qnow 1.3%
  37. 37LPLALpl Financial Holdings Inc
    % port
    0.7%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.